15+ years of experience with strong domain expertise needed in the investment management domain, along with prior work experience in asset management platforms such as Aladdin, Charles River or any other leading platforms, including client-facing experience in leading mid to large-scale testing engagements.
Your client responsibilities:
- Primary point of contact throughout the life of your project
- Create process flows, test scripts, conduct analysis and track actions
- Early identification of project risks
- Contingency and scenario planning
- Rapid resolution of any issues
- Scope change management
- Resource management
- Ensuring that project objectives and deliverables are met on time and in full
- Monitoring the progress of the project
- Interface with the customer representatives as and when needed
- Willing to travel to the customers locations on need basis
- Willing to be cross trained and work on any of the industry focused wealth and asset management packages
Your people responsibilities
- Building a quality culture
- Keeping the project team focused on a common set of objectives
- Encouraging and motivating the team, establishing open lines of communication
- Foster teamwork and lead by example, Integrating the cross-team project functions into a high performing team
- Transforming teams to highly effective project team that is flexible and responsive
- Participating in the organization-wide people initiatives
Mandatory skills:
- Strong experience leading a Testing workstream on previous projects.
- Design and Develop Test strategies including entry/exit criteria definition.
- Should have hyper care test recording experience with knowledge of ADO reporting.
- Plan, schedule and oversee testing activities to ensure project objectives are met.
- Review and approve test plans, test cases and scripts to ensure coverage based on requirements.
- Monitor testing progress, analyse results, report testing status to stakeholders and manage issue resolution.
- Lead and mentor a team of test analysts
- Oversee the tracking and management of defects.
- Ensure project deliverables meet the set quality standards.
- Lead and drive continuous improvement initiatives in relation to testing processes and practices.
- Sectorial experience in financial services / capital markets, with domain knowledge on different asset classes across front office, middle office and back office for either or both “buy” and “sell” side of business
- Good knowledge on portfolio management, End to End Trade Lifecycle, data control and operations and portfolio administration
- Techno functional knowledge of Core Wealth / Asset management with good exposure to at least one third party package like Aladdin, Multifonds, Charles River, FNZ, SEI or equivalent etc
- Good experience understanding client requirements and streamline them appropriately to the team.
- Understand high-level business requirements and relate them to appropriate package capabilities
- Show in-depth knowledge on CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives etc
- Good Leadership skills
- Excellent client-facing skills
- MBA/MCA/ BE / B.Tech/ equivalent with FIS product experience of 15+ years
Preferred skills:
- Prior Client facing experience
- Experience in Testing, Test cases, Test case execution, Implementation, Aladdin
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